| Topel & DiStasi Wealth Management

Are Women Better Investors than Men?

Gavin L. DiStasi | Blog Link

After a particularly long meeting recently, my business partner Jarrett emerged looking a little worn out and proclaimed that he no longer... Read More »

Episode 9: The Good Stuff

Jarrett B. Topel | Podcast Link

In this episode, we try to give an optimistic (numbers based) view of the world these days

Top Five (Financial) New Year’s Resolutions

Gavin L. DiStasi | Blog Link

As we roll headlong into 2018, it’s that time of year once again when we stop to reflect a bit about the things we’re grateful for, and... Read More »

Know What You Don't Know

Gavin L. DiStasi | Blog Link

One of the earliest, and most important lessons I learned when I became a Financial Advisor was that it’s ok to tell a client you don’t... Read More »

Episode 8: Winter Is Coming

Gavin L. DiStasi | Podcast Link

In this episode, we discuss the changing market cycles

Episode 7: Plan & Prepare...Don't Predict

Jarrett B. Topel | Podcast Link

In this episode we discuss how to prepare for inevitable market downturns

Is it time to reverse your thinking on reverse mortgages?

Jarrett B. Topel | Blog Link

There are few terms in the finance industry more reviled in the minds of the general public, as “Reverse Mortgage”. However, as is often... Read More »

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What's news

February 08, 2019

"5 common tax misconceptions to avoid @CNN https://t.co/CFxegF1OBq"

February 07, 2019

"Met some really impressive #RIANextGen young people last night at #NationalLINC The future of financial planning lo… https://t.co/BNRSy628qV"

February 05, 2019

"After Burst of Holiday Spending, a Plan for a ‘Frugal February’ https://t.co/H3cIHMSPyA"

January 31, 2019

Five Most Common Investing Mistakes

January 31, 2019

Five Most Common Investing Mistakes

January 29, 2019

"Davos panel on inequality becomes discussion about the very rich ‘paying their fair share' https://t.co/o1KP5LROE2"

January 29, 2019

"Where a six-figure salary is a must for home buyers https://t.co/ZGJeA8XSY4"

January 24, 2019

"Next year, the US will export more energy than it imports. That hasn't happened since 1953 @CNN https://t.co/uaSpXJfR7v"

January 22, 2019

"The Things John Bogle Taught Us: Humility, Ethics and Simplicity https://t.co/OrtvnG6QB7"

January 17, 2019

"What happens when a couple avoids talking about money at all costs https://t.co/yExCjEwYoa"

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Topel & DiStasi Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Topel & DiStasi Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Topel & DiStasi Wealth Management, LLC unless a client service agreement is in place.
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